Ethylene vinyl acetate: production costs?
…under-investment in conventional energy or in US shale. The larger “pull” on prices is likely to come from the rapid scale-up of solar. The EVA market is relatively small, around…
Global energy: ten themes for 2023?
…Especially for shale (page 9). Should it be for ever-greater shareholder returns, funding more growth to alleviate energy shortages, decarbonization, or eaten up by re-inflation in the energy services industry?…
Development capex: long-term spending from Oil Majors?
…and increasingly for short-cycle shale. However, the share of these companies’ development capex in the US has averaged around 32% in the past three years. Development capex by region: losing…
CO2 intensity of materials: an overview?
…useful, we are guilty of simplifying and averaging quite complex and broad-ranging industries. More detail is available on different oil value chains (including oil sands and Permian shale in detail),…
Global decarbonization: speeding up or slowing down?
…was switching coal to shale gas, saving over 750MTpa of CO2. UK CO2 emissions peaked in 1965 and have more than halved, of which 60% has been switching coal to…
Energy Recovery Inc: pressure exchanger technology?
…historically. However new markets are emerging, from cryogenic cycles through to applications focused on shale (although the latter requires avoiding the corrosive impacts of sand and debris in fluid streams)….
Origen Carbon: DAC breakthrough?
…particularly interesting patent adapts the process to oil shale that contains over c20% organic material and over c30% carbonate. It is noted that oxy-fired combustion of this low-grade resource could…
Energy transition: ten themes for 2024?
…Our outlook for shale is updated on page 10. Our outlook for solar is on page 11. The #1 materials bottleneck for 2024 is on page 12. Our #1 theme…
Energy transition from first principles?
…transformers, transistors, harmonic filters, capacitors, reactive power. https://thundersaidenergy.com/2023/05/25/power-grids-down-to-the-wire/ The new age of volatility due to renewables, geopolitics, politics, policies. https://thundersaidenergy.com/2024/01/11/energy-market-volatility-climate-change/ Latest views on global energy, solar innovation, wind recalibration, nuclear, grid bottlenecks, shale and how AI…
Enhanced geothermal: digging deeper?
…begin accessing deep geothermal energy, using improved drilling and completion technologies that were originally developed by the amazingly innovative US shale industry. But the world has changed, in ways that…